- Enverus (Houston, TX)
- …production and investment strategies, enable best practices for energy and commodity trading and risk management, and reduce costs through automated processes across ... the management team when individuals have not delivered expected service levels. Knowing how and who to engage to...is required. Primary Responsibilities + Experience selling in the Trading and Risk market a plus but can be… more
- Bank of America (Lincoln, RI)
- …include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing ... Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding...for providing phone-based services to relationship jobs where the representative is expected to take several inbound service… more
- Bank of America (Jacksonville, FL)
- Financial Service Representative - Retirement and Benefits Investment Specialist Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a ... contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client … more
- Principal Financial Group (Grand Rapids, MI)
- **What You'll Do** We are looking for a Sales Representative in our Group Benefits area to cover our Grand Rapids territory. In this role, you'll partner closely ... disability, vision, critical illness). We also have an outstanding service team to partner with you and prioritize your...to partner with you and prioritize your brokers' and client 's needs! Here are a few examples of the… more
- Morgan Stanley (NY)
- …* All of the above should be carried out in compliance with the Service Level Agreements agreed with each client *Skills Required* _Team Leadership:_An IS ... moves it as directed by clients to custody, prime brokerage and trading accounts, processes the distribution of monthly statements, handles redemption processing,… more
- Charles Schwab (Phoenix, AZ)
- …accommodate 24/7 contact center needs **Preferred Qualifications** + Previous customer service experience + Previous client relationship experience + Bachelor's ... helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients… more
- Truist (Coral Gables, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Orlando, FL)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Sysco (Houston, TX)
- …and efficiently manage multiple time-sensitive projects simultaneously; strong leadership skills and client service orientation. Ability to manage high volume of ... corporate governance policies and practices, including the company's insider trading policy, trading windows and Regulation FD...Physical Demands: + The physical demands described here are representative of those that must be met by an… more
- Raymond James Financial, Inc. (Colorado Springs, CO)
- …about new products and RJA managed underwritings. * Participates in community affairs as a representative of the firm. * May service clients in his/her own book ... a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business. **Essential...firm and regulatory policies and procedures. * Supervises daily trading and other office activities. * Documents and resolves… more
- LogixHealth (Bedford, MA)
- …our fast-paced, collaborative environment working across multiple teams and with Trading Partners. Key Responsibilities: + Manage, oversee and monitor all functions ... of the EDI team operations + Initialize new client EDI set up process + Assist with new Trading Partner implementations + Ensure proper training of staff and new… more
- Truist (Atlanta, GA)
- …applications supporting Equities, Fixed Income, Derivatives, Foreign Exchange, Loan Trading and Syndication, Investment Banking, Credit, Risk, and integration tools ... Owner. **QUALIFICATIONS** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- HUB International (Chicago, IL)
- …those risks. + Builds strong relationships with internal customers (producers, sales leadership, client service , Risk Services, and Claims Consulting) as well as ... response to those changes independent of manager approval. + Leads all aspects of client service for the Middle Market segment of the business including… more
- HUB International (Benton, KY)
- …response to those changes independent of manager approval. + Leads all aspects of client service , marketing, and renewal of book of business. Uses judgment and ... a significant impact on the business operations of the client and on HUB. + Lead and develop a...service , and claims) as well as our external trading partners. + Negotiates terms, conditions, and pricing directly… more
- HUB International (Des Plaines, IL)
- …response to those changes independent of manager approval. + Leads all aspects of client service , marketing, and renewal of book of business. Uses judgment and ... marketing, customer service , and claims) as well as our external trading partners. + Negotiates terms, conditions, and pricing directly with insurance carriers,… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** In our Client Service area, this role develops deep relationships with advisors, plan sponsors, trustees, and third-party administrators that ... types. + Problem solving sophisticated issues. + Leading large and complex client projects.. Operating at the intersection of financial services and technology,… more
- Truist (Atlanta, GA)
- …Documentation and loan origination, real estate construction, banking operations (documentation, client service , accounting) or related field(s) 2. Proficiency ... loan closing process from term sheet through funding with internal deal team, the client , and third parties. Accountable for ensuring that deal is in compliance with… more
- CBRE (Minneapolis, MN)
- Assistant Fund Controller Job ID 155151 Posted 20-Feb-2024 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Chicago ... and growing environment. Contributors in this role assist in meeting client expectations and timeliness by coordinating, preparing, and reviewing fund reporting.… more
- LogixHealth (Bedford, MA)
- …Responsibilities: + Oversee the password management process and tools in supporting access of trading partner (TP) + Support the new user, new client , and new ... to perform each Key Responsibility satisfactorily. The following requirements are representative of the knowledge, skills, and/or ability required to perform this… more
- Principal Financial Group (Indianapolis, IN)
- …you will use your skills to position our products as the ultimate solution for the client . Here are some of the examples of the things you'll do: + Drive retirement ... + Strong understanding of portfolio construction, capital markets, and financial service products. + Experience with non-qualified plans, defined benefit and ESOP's… more